One of the questions that have to be answered when planning for retirement is, “Where’s my income going to come from.” Identifying the income...
Alhambra's Bob Williams describes 6 mistakes that will blow up your estate plan.
There have been a lot of significant additions to American society during the life of the Baby Boom Generation—TV remotes, cell phones, the internet,...
Since the spring of 2021, 33 million Americans have quit their jobs. It’s a movement that’s been dubbed “The Great Resignation.”   A new survey by...
Alhambra's Bob Williams answers a viewer question about deciding when to begin Social Security.
Every little bit helps, especially in the worst inflationary period in 40 years. But for people who have to take Required Minimum Distributions (RMD)...
For all the years I’ve been helping clients plan retirement, death has always been the 500-pound gorilla in the room—the variable you have to...
The seven deadliest words in the English language—We’ve never done it this way before. And that certainly applies to Baby Boomers whose prospects for...
Pop icon Prince died of a fentanyl overdose in 2016. Until early this year there’s been a royal battle going on between the IRS...
Oh, the day you can hang up your career and ease into that status you’ve been working toward most of your adult life, the...